In
the Tip article
Archive SharePoint Library Documents, Peter Kalmstrom
demonstrated how to create a SharePoint workflow that executes
automatically.
In the demonstration below Peter Kalmstrom, Microsoft certified
SharePoint specialist and trainer, shows how to add a SharePoint
button that executes a workflow. These steps work in the
same way in SharePoint 2010 and SharePoint 2013.
Create a workflow button:
Open SharePoint Designer.
From the Workflows, select the workflow for
which you want to create a button in the SharePoint
ribbon.
If you want to use a workflow that has settings
for automatic execution, like start options and conditions,
remove these settings.
Go to Edit workflow.
Press the Action button and select Set
Field in Current Item. Now, under Stage 1,
you will get the text Set
field to
value.
Click on field
and set it to the column you want to be changed when
the workflow is run. Here it is Document Status.
Set value
to the value you want to use. Here it is Expired.
Now set your desired actions that you want to perform
through this workflow.
Make sure the checkbox Allow this workflow to
be manually started is checked under Start Options.
Publish the workflow.
From Lists and Libraries, open the original
list or library.
Click Custom Action under the List Settings
tab, and select View Ribbon.
Enter a caption for the workflow button, a description
and select the Initiate workflow radio button
and the workflow you want to run when this workflow
button is pressed.
Click OK.
Add an icon to the workflow button
Save a 16X16 or 32X32 icon to Site Assets
inside Site Contents of the SharePoint site where
you have placed the workflow button.
Open SharePoint Designer, Lists and Libraries,
and open the SharePoint button you have created.
Enter the path to the button image in Site Assets
in the Button Image URL field as per your icon
size.
Click OK.
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